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Baker Tilly Wealth Management’s Freeport-McMoran FCX Stock Holding History

Baker Tilly Wealth Management’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$694K Sell
9,918
-3,212
-24% -$219K 0.14% 131
2026
Q2 		$826K Sell
13,130
-1,574
-11% -$101K 0.18% 112
2026
Q1 		$864K Sell
14,704
-5,423
-27% -$328K 0.21% 104
2025
Q4 		$1.02M Buy
20,127
+929
+5% +$40.3K 0.25% 80
2025
Q3 		$753K Sell
19,198
-1,236
-6% -$53.6K 0.17% 110
2025
Q2 		$886K Sell
20,434
-736
-3% -$28K 0.32% 70
2025
Q1 		$801K Buy
21,170
+4,950
+31% +$189K 0.31% 79
2024
Q4 		$618K Buy
16,220
+2,081
+15% +$93.1K 0.24% 100
2024
Q3 		$706K Buy
14,139
+2,635
+23% +$119K 0.31% 81
2024
Q2 		$559K Sell
11,504
-14,003
-55% -$706K 0.23% 106
2024
Q1 		$1.2M Sell
25,507
-666
-3% -$26.9K 0.22% 108
2023
Q4 		$1.11M Sell
26,173
-1,712
-6% -$63.2K 0.18% 124
2023
Q3 		$1.04M Sell
27,885
-15,351
-36% -$618K 0.17% 126
2023
Q2 		$1.73M Buy
43,236
+605
+1% +$23.1K 0.18% 122
2023
Q1 		$1.74M Sell
42,631
-381
-0.9% -$15.8K 0.2% 112
2022
Q4 		$1.63M Buy
43,012
+5,024
+13% +$176K 0.2% 118
2022
Q3 		$1.04M Buy
37,988
+7,728
+26% +$226K 0.14% 151
2022
Q2 		$885K Buy
30,260
+10,836
+56% +$434K 0.12% 192
2022
Q1 		$966K Buy
19,424
+1,523
+9% +$67.5K 0.11% 204
2021
Q4 		$747K Buy
17,901
+3,090
+21% +$117K 0.08% 270
2021
Q3 		$482K Buy
14,811
+3,460
+30% +$122K 0.06% 321
2021
Q2 		$421K Buy
11,351
+2,188
+24% +$85.2K 0.07% 316
2021
Q1 		$302K Buy
9,163
+422
+5% +$13.7K 0.06% 357
2020
Q4 		$227K Buy
+8,741
New +$182K 0.07% 296

Other funds holding FCX

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Baker Tilly Wealth Management's FCX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Freeport-McMoran (FCX) stake by 24% in Q3 2026, selling an estimated $219K and leaving 9,918 shares worth $694K. The position accounts for 0.14% of the portfolio, ranked #131.

Baker Tilly Wealth Management first reported a position in FCX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.74M in Q1 2023. 87 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Baker Tilly Wealth Management held 9,918 shares of Freeport-McMoran worth $694K as of Q3 2026.
  • Baker Tilly Wealth Management sold 3,212 Freeport-McMoran shares in Q3 2026, an estimated $219K.
  • Freeport-McMoran made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Baker Tilly Wealth Management first reported a position in Freeport-McMoran in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Freeport-McMoran position peaked at $1.74M in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.